Kerry A. Mallory

Kerry A. Mallory Email and Phone Number

Sr. Private Wealth Advisor helping clients make better financial decisions, live generously, and leave a lasting legacy. @ Blue Trust
Kerry A. Mallory's Location
Atlanta, Georgia, United States, United States
Kerry A. Mallory's Contact Details

Kerry A. Mallory work email

Kerry A. Mallory personal email

About Kerry A. Mallory

For 18 years I've been an experienced advisor to clients and their families, helping them make better financial decisions, live generously, and leave a lasting legacy. My goal is to walk through each season of life as your trusted advisor to help you have clarity and confidence around your finances so that you can focus on the things that matter most--like growing a business or pursuing a career, spending more time with children or grandchildren, enjoying retirement, or giving generously to favorite causes.If you want help in making wise financial decisions, I can advise you in areas such as: managing cash flow, growing assets while decreasing debt, overseeing investment portfolios, working toward financial independence, planning for retirement, developing tax-efficient estate and strategic giving plans, helping with special needs beneficiaries, managing trust assets, and settling your estate.I’d love to use my technical expertise and biblical wisdom to help!All the best,Kerry

Kerry A. Mallory's Current Company Details
Blue Trust

Blue Trust

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Sr. Private Wealth Advisor helping clients make better financial decisions, live generously, and leave a lasting legacy.
Kerry A. Mallory Work Experience Details
  • Blue Trust
    National Managing Director
    Blue Trust Dec 2022 - Present
    Atlanta, Georgia, United States
    Leads the Private Wealth and Everyday Steward divisions of Blue Trust. Responsible for driving excellent client service and growth throughout the firm’s sixteen offices across the U.S.
  • Ronald Blue Trust
    Sr. Private Wealth Advisor
    Ronald Blue Trust Apr 2014 - Present
    Greater Atlanta Area
    Ronald Blue Trust advisors apply biblical wisdom and technical expertise to help clients make wise financial decisions to experience clarity and confidence and leave a lasting legacy. With nearly $13 billion in assets under advisement and a nationwide network of 16 offices, we offer comprehensive financial services and objective advice to more than 9,500 clients across the wealth spectrum in all 50 states.* Our services include:• Financial, retirement, and estate… Show more Ronald Blue Trust advisors apply biblical wisdom and technical expertise to help clients make wise financial decisions to experience clarity and confidence and leave a lasting legacy. With nearly $13 billion in assets under advisement and a nationwide network of 16 offices, we offer comprehensive financial services and objective advice to more than 9,500 clients across the wealth spectrum in all 50 states.* Our services include:• Financial, retirement, and estate planning• Investment management• Cash flow and budget planning• Charitable giving strategies• Personal trust and estate settlement• Business consulting services• Family Office• Professional Athlete services• Institutional services• Retirement plan consulting *As of 12/31/22 and subject to change Show less
  • Ronald Blue Trust
    Regional Managing Director - East Coast
    Ronald Blue Trust Jan 2021 - Dec 2022
    Atlanta, Georgia, United States
  • Regions Bank
    Sales Manager Of Ga/Sc Private Wealth Management Group (Senior Vice President)
    Regions Bank Mar 2012 - Feb 2014
    Greater Atlanta Area
  • Regions Bank
    Private Banking Area Executive (Senior Vice President)
    Regions Bank Apr 2005 - Feb 2012
    Montgomery, Alabama Area
  • Amsouth Bank
    Area Manager Of Mortgage Banking For Central Alabama (Vice President)
    Amsouth Bank May 2003 - Mar 2005
    Montgomery, Alabama Area
  • Bain And Company
    Management Consultant
    Bain And Company 2001 - 2003
    Sydney, Australia
  • Amsouth Bank
    Business Banking Relationship Manager (Vice President)
    Amsouth Bank Jul 1994 - Jul 1999
    Fort Myers, Florida Area

Kerry A. Mallory Skills

Investment Management Retirement Planning Financial Planning Estate Planning Budgeting Asset Allocation Succession Planning Risk Management Investment Advisory Business Planning Financial Analysis Small Business Lending Business Strategy Portfolio Management Investments Executive Management Coaching Leadership Personal Financial Planning Cash Flow Planning And Analysis Tax Planning Multi Generational Wealth Transfer Strategic Giving Planning Family Conferences Financial Stewardship Trust And Estate Planning Education Funding High Net Worth Individuals Estate Settlement Insurance Planning Wealth Management Services Trust Services

Kerry A. Mallory Education Details

Frequently Asked Questions about Kerry A. Mallory

What company does Kerry A. Mallory work for?

Kerry A. Mallory works for Blue Trust

What is Kerry A. Mallory's role at the current company?

Kerry A. Mallory's current role is Sr. Private Wealth Advisor helping clients make better financial decisions, live generously, and leave a lasting legacy..

What is Kerry A. Mallory's email address?

Kerry A. Mallory's email address is ka****@****hoo.com

What schools did Kerry A. Mallory attend?

Kerry A. Mallory attended The Wharton School Of Business, Birmingham-Southern College.

What skills is Kerry A. Mallory known for?

Kerry A. Mallory has skills like Investment Management, Retirement Planning, Financial Planning, Estate Planning, Budgeting, Asset Allocation, Succession Planning, Risk Management, Investment Advisory, Business Planning, Financial Analysis, Small Business Lending.

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